馬龍

美國經濟失衡！渾水創辦人警告：火藥桶即將爆發

2020-07-08 14:22:44

  

知名做空機構渾水（Muddy Waters）創辦人布拉克（Carson Block）。（路透）

〔財經頻道／綜合報導〕美股近期走勢背離經濟基本面，卻持續迎來強勁反彈，引發各界專家討論。知名做空機構渾水（Muddy Waters）創辦人布拉克（Carson Block）近日接受《新浪財經》採訪，談到美國當前經濟就像1個空前巨大的「火藥桶」，任何一點火星都能將其引爆，他更對股市現況感到反感，即「邏輯與數據不再重要，只要你對央行充滿信心就可以。」

布拉克向《新浪財經》表示，美股近期的瘋狂走勢已與基本面脫節，而1個良好的金融市場不該是這樣運作的。

布拉克認為，眼下情況1家公司的體質好壞，不再是美股投資人的選股重點，反倒是聯準會（Fed）祭出空前的救市措施，讓廣大投資者認為「聽鮑爾的就對了」，可是大量的刺激措施史無前例，沒人知道最終是否奏效，因此布拉克認為，投資者目前都是在憑運氣入市。

布拉克指出，武漢肺炎（新型冠狀病毒病，COVID-19）疫情的考量，對現在的市場來說不再重要，儘管如此，他也不會搭上這輛由鮑爾駕駛、有酒駕風險、超速且恐發生車禍的快車。

布拉克警告，極端的貨幣政策將累積經濟脆弱性，但鮑爾與川普壓根不在乎這點，反正也沒人在意10年後會發生的事，屆時他們的任期早已結束，且正享受著短暫政績帶來的榮光。

另一方面，隨著美國資產負債表飆升，布拉克表示這製造出越來越多「火藥」，形成了1個空前巨大的「火藥桶」，任何一點火星都恐將其引爆。布拉克指出，根據經濟週期的運轉模式，每隔10年就會遭逢1次經濟危機，像是2000年的網路泡沫、2008年的金融危機。

儘管在過去的網路泡沫及金融危機中，股市最終都能回到基本面，但布拉克警告，每次危機皆是由不斷累積的債務所引爆，如今解決高債務的方法卻變成借更多的錢，代表根本問題並未解決。

https://ec.ltn.com.tw/amp/article/breakingnews/3221707?fbclid=IwAR1Ngu7sBY3wdb8uSoFxfTgBwwsUlbWqn1_9K5LfsDosyObyqBTqAE357I0

馬龍

美陷入疫情地獄？醫曝「這裡」最危險

三立新聞網 setn.com

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三立新聞網

2020年7月8日 下午4:15

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國際中心／綜合報導

美國由於過早解封，加上民眾報復性出遊，導致武漢肺炎（COVID-19、新冠肺炎）疫情持續惡化，32個州感染率攀升，各地重現大批民眾湧入醫院畫面，美國首席防疫專家佛奇表示情況「真的不妙」。德州醫師團體今(8)日列出表格，歸納出最容易感染武漢肺炎病毒的活動，並以1到9進行分級，美國人去酒吧感染的風險竟然最高。

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美國由於過早解封，加上民眾報復性出遊，導致武漢肺炎疫情持續惡化（示意圖／資料照）

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美國有線電視新聞網（CNN）昨（7）日報導，就在過去一周半，美國武漢肺炎確診人數激增一倍，根據美國約翰霍普金斯大學（Johns Hopkins University）全球疫情統計，截至昨日中午，全美共超過293萬人染疫、13萬人病死，至少32州新冠感染率仍較上一周增加，原因有可能是美國人報復性出遊，休士頓的美國貝勒醫學院（Baylor College of Medicine）國家熱帶醫學院院長霍泰茲（Peter Hotez）也表示，「德州幾乎每天都在刷新自己的紀錄，成群民眾湧入醫院、湧入加護病房，我們真的不能再以這種速度繼續下去。」

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德州醫師團體列出表格，歸納出最容易感染武漢肺炎病毒的活動（圖／翻攝自推特）

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根據《福斯新聞》報導， 德州醫師團體列出表格，特別歸納出容易感染武漢肺炎的場所，用1到9進行分級，去酒吧的等級最高，協會主席菲特（Diana Fite）敦促居民保持良好洗手習慣，避免經常出門，遵循社交距離，並在公眾場合戴上口罩。

另外，除了去酒吧感染機會最高之外，參加大型音樂會、去體育館、健身房運動，參加500人以上的宗教活動，都被列為有可能感染疫情的高風險場所。

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馬龍

美單日新增近4萬人感染

法新社

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法新社 中文新聞

2020年7月6日 下午12:50

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（法新社華盛頓6日電） 美國馬里蘭州巴爾的摩（Baltimore）的約翰霍普金斯大學（Johns Hopkins University）統計，美國今天新增3萬9379人感染2019冠狀病毒疾病（COVID-19）。

根據約翰霍普金斯大學，截至美東時間晚上8時30分（格林威治時間6日0030），美國累計287萬6143人感染與12萬9891人病故。

昨天新增感染人數為5萬7683人。今天少於昨天的可能原因是適逢國慶日週末，較少通報。（譯者：陳怡君/核稿：蔡佳敏）

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加州單日感染人數破萬 翻新紀錄

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路透社 中文新聞

2020年7月8日 下午2:51

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留言

（路透洛杉磯7日電）美國加州今天通報新增超過1萬起2019冠狀病毒疾病（COVID-19）病例，創下單日最高確診紀錄。

美國數個州過去一週染疫人數升高，加州是其一，讓各界質疑總統川普的危機處理，並重挫各州的解封計畫。

加州今天通報確診病例新增1萬201起，自疫情爆發以來州內確診病例累計約28萬4000起；6月期間，加州新增病例超過11萬7000起，使得感染總數倍增。

全美僅另外3個州曾通報單日新增確診破萬：佛羅里達州4日通報1萬1458例，德州今天通報1萬28例。

紐約州4月10日記錄到1萬2847起新增感染病例時，已實施了3星期的嚴苛封城措施，商業活動幾乎全面停擺。而這個一度是美國疫情核心的地區，6月病例增幅僅6%左右，反而是全美最低。中央社（翻譯）

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馬龍

無視譚德塞「讚美」美國正式退出世界衛生組織 聯合國證實接到通知

新頭殼

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新頭殼newtalk |楊清緣 綜合報導

2020年7月8日 上午5:46

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301 則留言

川普因不滿中國干預世衛運作，導致全球未能及時應對武漢肺炎疫情，堅決退出世衛。   圖：新頭殼合成

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[新頭殼newtalk] 美國總統川普因不滿中國政府干預世界衛生組織（WHO）運作，導致全球未能及時應對武漢肺炎疫情，堅決退出世衛，美國國會7日下午2點（台灣時間8日凌晨2點）正式收到川普政府退出WHO的通知。聯合國發言人杜雅里克（Stephane Dujarric）也證實美國已通知聯合國，並表示依據美國1948年加入世界衛生組織所設定的條件，美國要退出WHO必須提前一年通知，並履行剩下的財務義務。

美國參議院外交委員會民主黨籍首席議員梅南德茲（Robert Menendez）在推特推文說：「國會收到通知，在疫情大流行之際，總統已正式讓美國退出WHO。」並批評川普應對武漢肺炎疫情混亂，而且言行前後不一，現在退出WHO，不能保護美國人民的生命或利益，而是讓美國人感到噁心，並使美國孤立無援。

《華盛頓郵報》報導指出，尚不清楚川普是否能在未獲得國會同意下，逕行退出WHO，但民主黨議員已聲明反對，要求川普收回決定。而共和黨籍聯邦參議員史考特（Rick Scott）則在推特讚許川普傳遞明確訊息，向前邁進重要一步，他說「美國不會花納稅人的任何一毛錢，用以支持一個替中國掩蓋新冠疫情，對美國人最大利益毫無幫助的組織，這真的夠了」。

今年初疫情剛開始在美發生，川普拒絕來自中國的旅客入境美國後，便稱可完全控制疫情，並多次稱讚中國國家主席習近平的抗疫成績，3月開始美國疫情惡化，川普先後將矛頭對準WHO和中國，稱中國掩蓋疫情，WHO以中國為中心運作，讓世界各國都受害。

川普4月13日宣布暫停資助WHO，進行60天到90天的評估，並要求WHO改革；5月29日，川普在白宮玫瑰花園宣布反制中國壓迫香港的措施，首先宣布終結與WHO的關係。他表示，中國已經「完全控制WHO」，也拒絕改革，因此美國決定終止與WHO的關係，並將相關資金重新投入其他地方，以滿足全球公共衛生需求。WHO秘書長譚德塞（Tedros Adhanom Ghebreyesus）曾對此回應，WHO希望繼續與美國合作。

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馬龍

143人染病只有4人倖存 佛羅里達出現致命「食腦蟲」

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新頭殼newtalk |黃翊晴 綜合報導

2020年7月7日 上午9:32

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198 則留言

美國佛羅里達州出現罕見「福氏內格里蟲」感染案例。   圖：翻攝自推特

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[新頭殼newtalk] 新冠肺炎仍在全美肆虐，疫情重災區佛羅里達又爆出感染大腦、俗稱「食腦蟲」的變形蟲「福氏內格里蟲」（Naegleria Fowleri）罕見案例，值得注意的是，佛州衛生部證實該變形蟲具有致命殺傷力，會攻擊人類大腦。

根據CNN報導，自1962年以來，佛羅里達僅有37起變形蟲的案例，這起案例發生在希爾斯波羅縣（Hillsborough County）。佛州衛生部表示，福氏內格里蟲大多出現在湖泊、河流和池塘等溫暖的淡水中，且大多從人類的鼻腔進入，呼籲民眾戲水時避免讓臉部接觸到水。

根據佛州衛生部的數據，在美國目前有143例已知的變形蟲感染病例，只有4名患者倖存，加上察覺不易，具有致命的殺傷力。衛生部也強調，建議民眾不要在水溫高的淡水水域戲水。

佛州衛生部補充，變形蟲也有可能在清洗鼻腔的過程中侵入，若要沖洗鼻部，建議只能用煮沸過、蒸餾或是無菌的水來沖洗，也要確保容器的清潔。

根據維基百科，福氏內格里蟲為單細胞生物，若在適合的環境下，會已變形蟲的形式存在，常見於25℃以上的溫水環境，約在42℃時繁殖力最旺盛。福氏內格里蟲會沿著鼻腔進入腦部，進而引發「福氏內格里阿米巴腦膜腦炎」（Primary Amoebic Meningoencephalitis, PAM），若遭感染其死亡率可達95%以上。

除了美國，紐西蘭、巴基斯坦甚至台灣都有發生過感染福氏內格里蟲死亡的病例。

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美國爆炸性新規定 大學全網路授課者啟動留學生遣返程序

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2020年7月7日 上午9:22

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留言

美國移民暨海關執法局6號發佈針對外國留學生的入學新規定。最值得注意的是：申請今年秋季班的留學生，如果學校只開設網路課程，就不會核發赴美簽證。而已經在美國境內的學生，如果學校新學期只有網路授課，也必須離境，或是轉學到其他有實體上課的學校。（葉柏毅報導）

美國移民局這項新規定，對於想到美國唸書，或是已經在美國唸書的外國留學生而言，等於是一記重擊。移民局的說法是，如果美國大學新學期秋季班開設的課程，是全網路授課，那麼就等於學生們不需要待在美國本土也可以上課。那麼，就沒有待在美國本土的需要了。因此，也就不符合美國核發國際學生簽證的身份。所以，還待在美國的外國留學生必須離開美國；而準備到美國唸書的新留學生，也拿不到美簽。

由於美國目前新冠病毒疫情仍然相當嚴重，因此有不少學校，新學期考慮採全網路授課，美國最大的四年制公立大學體系加州州立大學已經決定，新學期全部採網路授課。在加州州立大學宣佈後，有不少美國大學考慮跟進。因此可以想見，美國移民局這項措施對外國留學生來說，會造成多大的衝擊與影響。

移民局說，如果外國留學生考慮留在美國，必須請原學校出具仍有實體上課的證明，或者轉學到有實體上課的學校。美國移民局警告，新學期開始後，如果學校只有網路授課，卻還留在美國的外國留學生，移民局將會「啟動遣返程序」。

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2020年7月6日 上午8:16

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圖／達志影像美聯社

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根據約翰霍普金斯大學的統計數字，美國累計287萬4千396例確診，12萬9千870人死亡。巴西確診人數157萬7千零4人，6萬4千265死。俄羅斯68萬零283人確診，1萬零145人死。印度累計67萬3千165例確診，1萬9千268死。祕魯30萬2千718人確診，1萬零589人死亡。智利29萬5千532人確診，6千308人死亡。

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馬龍

美失業率回到疫前水準 須等10年

2020/07/04 05:30   

美國國會預算辦公室預測，二○三○年以後失業率才會回到武漢肺炎疫情前的三．五％水準。圖為加州的就業媒合中心。（美聯社）

〔編譯魏國金／綜合報導〕美國國會預算辦公室（CBO）週四公布經濟展望預測，今年底前美國將維持兩位數失業率，二○三○年以後失業率才會回到武漢肺炎疫情前的三．五％水準，顯示美國將經歷十年艱困的復甦。

報告並指出，疫情恐使今年美國聯邦預算赤字飆升近四倍、達三．七兆美元（約一一○兆台幣）。CBO主任斯瓦格爾（Phillip Swagel）聲明：「自一月公布完整的基準經濟預測以來，二○二○至三○年的經濟展望已顯著惡化。」

CBO預測，美國失業率將在第三季達到最高點，之後快速下滑，年底失業率將為十．五％，低於先前預估的十一．五％；未來十年平均失業率為六．一％，高於一月預測的四．二％。

美國勞工部週四公布，六月失業率自十三．三％降至十一．一％，二月以來美國已流失一四七○萬份工作。隨著社交距離措施解除以及數兆美元刺激支出實施，預料下半年美國GDP（國內生產毛額）將快速上升，但仍不足以抵銷上半年廣泛停業的衝擊。CBO預測，第四季GDP將萎縮五．九％，比五月預測的萎縮五．六％更糟。

明年GDP成長估4.8％

另外，明年美國GDP預料成長四．八％，至二○二二年中之前，GDP將不會回到疫情前規模，未來十年GDP平均成長三．四％，低於一月時的預測。此外，可預見的未來，基準利率將維持低點。

CBO指出，相關預測是假設從今年第三季至明年第三季，社交距離措施逐步解除至零，鑑於疫情的嚴重程度以及治療或疫苗研發的前景不明，預測充滿高度不確定性。

https://ec.ltn.com.tw/article/paper/1384056

馬龍

快訊／美國逾278萬人確診 巴西149.6萬人染疫

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TVBS新聞

2020年7月4日 上午8:08

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圖／TVBS

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根據約翰霍普金斯大學的統計數字，美國累計278萬零916例確診，12萬9千227人死亡。巴西確診人數149萬6千858人，6萬1千884死。俄羅斯66萬6千941人確診，9千844死。印度累計62萬5千544例確診，1萬8千213死。英國累計28萬5千787確診，4萬4千216死亡。祕魯29萬5千599人確診，1萬零226人死亡。智利28萬8千零89人確診，5千零51人死亡。

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